The correct answer isA – Role-Based (Constrained) can approve compensation of workers they are assigned to support. User-Based can approve compensation of all workers.

In Workday,Role-Based (Constrained)security groups restrict access based on an assigned organization or supervisory hierarchy. Members of a constrained role (such asCompensation Partner) can perform actions—like approving compensation changes—only for workers within their assigned supervisory organizations.

Conversely,User-Basedsecurity groups arenot tied to an organizationunless specifically constrained, and typically haveunconstrained, tenant-wide access. When both security groups have access to the same domain or business process (e.g., “Approve Compensation Change”), theUser-Basedgroup can approve changes for all workers, while theRole-Based (Constrained)group’s access is limited by their assigned scope.

The correct answer isB – Create Position.

In Workday, when a supervisory organization uses thePosition Managementstaffing model, each hire must be associated with aspecific position. Before initiating a hire, an administrator or HR partner must execute theCreate Positionbusiness process to establish that position record.

This process defines critical attributes such as:

Job Profile(e.g., HR Analyst, Accountant),

Location,

Time Type(Full-time/Part-time),

Worker Type(Employee or Contingent Worker),

Availability DateandEarliest Hire Date, and

Position Restrictionsthat control who and how hiring can occur.

Once the position is created and approved through the configured workflow, it becomes available for hiring via theHire Employeebusiness process. Without an open, approved position, the system will not allow a hire in Position Management organizations.

In Workday, theReview Stepwithin a business process is specifically designed to enable a user toreview, edit, and approveinformation that was submitted by the initiator. This step allows designated participants to view the transaction details, make permissible edits, and approve or send it back for correction. It serves as an intermediate checkpoint before final approval or completion, ensuring data accuracy and compliance with policy.

By contrast, theApproval Step(Option C) only permits approval or denial — it does not allow data modification. TheConsolidated Approval Step(Option B) groups multiple approval steps for simplification but also lacks edit functionality. TheIntegration Step(Option D) is used for system integrations and automated data transfers, not for user data review.

Thus, theReview Stepuniquely provides both review and edit capabilities, which makes it ideal for validating and refining information early in the process lifecycle.

Reference (Paraphrased Source):

Workday Pro HCM Core – Business Process Configuration Guide (2023R2) – Section: “Step Types and Participant Actions” and “Review Step Configuration.”

When configuring a business process, if the requirement is toexclude the initiator from completing a step, the correct configuration point is withinMaintain Advanced Routing. This task allows administrators to control and customizerouting restrictionsand participant logic for each step.

Using theMaintain Advanced Routingtask, you can define whether the initiator should be included or excluded as a potential assignee for the step. This ensures segregation of duties and compliance — for example, preventing an employee who initiated a Change Job event from approving or reviewing their own transaction.

Options A, B, and D are incorrect:

Maintain Step Conditions (A)is used to apply condition rules to control whether a step executes but not who performs it.

Maintain Step Help-Text (B)is used only to provide user instructions within the BP interface.

Maintain Step Delay (D)controls timing between steps, not participant assignment.

Reference (Paraphrased Source):

Workday Pro HCM Core – Business Process Configuration Guide (2023R2), Section: “Advanced Routing and Participant Restrictions” and “Business Process Step Configuration Options.”

The correct answer isFilter.

In Workday reporting,filtersare used to narrow down report results based on specific data criteria, such as location, supervisory organization, or worker type. By applying afilter conditionto include only workers whose location equalsTorontoorMontreal, the report output dynamically restricts data to meet those parameters.

Filters can be added to bothcustomandadvanced reportsand can include multiple conditions combined with logical operators (AND/OR). UnlikeSort(which arranges results in a specific order) orShare(which defines who can view or edit the report), aFilterdirectly controls which data rows appear in the report output, ensuring that only relevant workers are displayed.

As per the Workday Module 2 Binder:

“Validation condition rules are used in approval steps to determine whether the step should occur or be skipped based on specific conditions.”

– Workday Module 2 Binder, Business Processes Section

Situation:In a business process in Workday, organizations want certain steps (like approvals) to occur only if specific conditions are met—for example, skipping approval if the amount is under a certain threshold.

Task:Implement logic that dynamically controls the flow of a business process based on conditions.

Action:You apply avalidation condition rulewithin anapproval step. This rule evaluates defined criteria and determines if the step should be executed or bypassed.

Result:This enhances automation, improves efficiency, and reduces manual intervention in workflow execution.

Hence,approval stepsare the specific step type in whichvalidation condition rulescan be added.

Comprehensive and Detailed Explanation (Paraphrased from Workday Pro HCM Core – Organization Types and Structures Guide, 2023R2):

The correct organization type for managingtemporary project-based teamsis aMatrix Organization. Matrix organizations are designed to group employees from different supervisory organizations to work together on a temporary or functional basis, such as projects or task forces.

This structure allows the assignment of atemporary manager (Matrix Manager)who oversees project-related activities without changing employees’ primary supervisory reporting relationships. The matrix manager gains visibility into all assigned members, enabling effective project oversight.

Options A (Location Hierarchy) manages physical work locations, not project teams.

Option B (Supervisory) defines permanent reporting structures.

Option D (Pay Group) organizes workers for payroll purposes only.

Thus,Matrix Organizationprovides the flexibility and visibility required for cross-functional, project-based staffing.

Reference (Paraphrased Source):

Workday Pro HCM Core – Organizations Configuration Guide (2023R2), Section: “Matrix Organizations and Project-Based Management.”